"Is the Shanzhai bull gone this year?"
Famous crypto veteran Andrew Kang just expressed his views on the Shanzhai prospects tonight. In general, he is relatively pessimistic about the prospects for the next six months to one year (until 2025) (but not including
$SOL ).
He is optimistic that the next wave of Shanzhai will be driven by tokens related to decentralized AI infrastructure -- AGI will require unstoppable communication, value transfer, training, computing/inference, energy markets and data storage tracks.
In the past few days, as Bitcoin failed to keep up with the rising rhythm of US stocks, pessimism can be clearly observed in the circle. Many people are losing patience with Shanzhai. In my opinion, AK's remarks are also an expression of emotions.
I have roughly talked with some friends/project parties/VCs in the past week, and there are two opinions about Shanzhai.
One is like AK, who thinks that in fact, when a cycle is rotated, with the alternation of new and old narratives, a group of Shanzhai should die, and then a new Shanzhai narrative will rise.
First, I think that with the recovery of BTC prices this year, there will be a chance for altcoins to recover. There may not be a large-scale altcoin season, but local altcoins can perform well. Of course, many project owners have also spotted this window and want to send out their coins.
I personally tend to believe that there will be at least a local market before the end of the year, and
$BTC still has a chance to break through the previous high (the reason will be explained in a special post later), but at this stage, everyone does need to hold some bullets in their hands, so that their mentality will be healthier.
#山寨行情 #加密市场反弹